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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2051
Pacifica Partners
Canada
$12.1K – – –
KFP
2052
Keener Financial Planning
Texas
$12K – – –
DPW
2053
DiNuzzo Private Wealth
Pennsylvania
$12K -$473 -1 -4%
AIM
2054
Access Investment Management
Georgia
$11.4K – – –
PIS
2055
POM Investment Strategies
North Carolina
$11.4K +$11.4K +24 New
PS
2056
Pinney & Scofield
Massachusetts
$10.9K – – –
PWA
2057
Principia Wealth Advisory
Texas
$10.4K +$1.42K +3 +16%
T
2058
Tidemark
California
$9.99K – – –
LFA
2059
LGT Financial Advisors
Texas
$9.97K – – –
TPBG
2060
Turning Point Benefit Group
Maryland
$9.8K +$9.94K +21 New
CWM
2061
Copia Wealth Management
Oregon
$9.5K – – –
HWM
2062
HighMark Wealth Management
Minnesota
$9.5K – – –
IWM
2063
IMG Wealth Management
Florida
$9.5K – – –
DF
2064
DecisionPoint Financial
Arizona
$9.34K – – –
BHWM
2065
Bay Harbor Wealth Management
Maryland
$9.03K -$61.5K -130 -87%
LAM
2066
Lummis Asset Management
Texas
$9.03K – – –
CIA
2067
Cape Investment Advisory
Georgia
$9.03K +$4.26K +9 +90%
GFWA
2068
Grey Fox Wealth Advisors
Delaware
$9.03K +$8.99K +19 New
GCM
2069
Gables Capital Management
Florida
$8.55K – – –
STB
2070
S&T Bank
Pennsylvania
$8.55K +$1.42K +3 +20%
PP
2071
PFS Partners
New Jersey
$8.1K – – –
FMTCOCP
2072
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
RBC
2073
Roble Belko & Company
Pennsylvania
$8K +$7.58K +16 New
PS
2074
PayPay Securities
Japan
$7.62K +$3.79K +8 +100%
FCAS
2075
First Command Advisory Services
Texas
$7.6K – – –
81 82
83
84 85